Retirement plan

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Name: CAN DO MULTIPLE SCLEROSIS - CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN (2018) Form 5500
Creator: CAN DO MULTIPLE SCLEROSIS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN, CAN DO MULTIPLE SCLEROSIS

CAN DO MULTIPLE SCLEROSISEIN 74-2337853Plan #001PY 2018

100 W BEAVER CREEK BLVD UNIT 200 - AVON, CO 81620970-926-1272

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$437K

+9.4% from 2017

Total participants

+10.0% from 2017

Average account balance

$24,297

-2.7% from 2017

Annual return

-11.29%

-32.32 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.96M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$93K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6244

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2M2T2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$51K

$3217 / participant

Other / not subdivided$51K100.0%

% of EOY assets

11.771%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,297

$90,607-73.2%

$79,467-69.4%

$135,380-82.1%

Participation rate

75.0%

76.0%-1.0pp

73.3%+1.7pp

82.6%-7.6pp

Annual return

-11.29%

977.74%-989.0pp

718.30%-729.6pp

519.81%-531.1pp

Employer contribution / active EE

$3,638

$3,068+18.6%

$2,800+29.9%

$4,779-23.9%

Participant deferral / active EE

$4,354

$4,050+7.5%

$3,704+17.5%

$5,609-22.4%

Admin fee / account holder

$2,860

$5,895-51.5%

$5,104-44.0%

$10,828-73.6%

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAN DO MULTIPLE SCLEROSIS TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion